Himanshoo Joshi

About Himanshoo Joshi

Ugam Solutions Private Limited -( FINANCIAL PLANNING & ANALYSIS ) Key Responsibilities- Prepare periodic Financial Reports and Forecasted P&L A/c Reports and Variance Analysis (i.e, weekly, monthly, quarterly) for Senior Management- Financials Analytics Reports (Revenue, Costing and Variance analysis) • - Financials Market & Consumer Research Reports (Revenue, Costing and Variance analysis)- Client Profitability, ABV\'s (Expenses tracker), Sales Reports, Historic Revenue Data and Monthly Management Report- Generate both periodic and ad hoc reports as needed- Improve operational efficiency by streamlining processes and enhancing reporting automation • - Prepare monthly financial management reports including financial statement summaries and financial and operating KPIs- Practical hands-on Mircosoft PowerBi, Advance Excel, MS-OFFICE. A.J. BHATT & ASSOCIATES (CA FIRM). Key Responsibilities- Sound knowledge of the finance administration and technological approach for the analysis and implementation of the projects- Proficiency in working with MS Office and Open Office with good command over finance-related applications- Efficient time-management skills-Well-versed with Tally ERP 9 and MIS-Report-Well-versed in Accounts & Finance, Taxation, Exports Management and export document negotiation- Filing GST return, E-TDS payment & E-TDS quarterly return, handling of TDS & Income tax assessment and Finalization of Accounts, Expense Management, Filing of 15CA and 15CB, GSTR-9 and AUDITING-Effective Cash Flow Management & Bank Reconciliation, Accounts Payable and Accounts Receivable, Accounts Finalization and Online Finalization, Accounts Management, Audit and Quality Assurance, and Auditing.

Experience

1. Assistant Manager - Fp & a

   Firstsource

   Apr 2024 — Present · Mumbai, IN

   Key Responsibilities & Contributions:Spearheaded planning, forecasting, and analysis processes across core financial metrics, including revenues, monthly expenses, headcount, profitability, and capital allocations reporting with accurate varianceanalysis.Delivered insightful, data-driven presentations and dashboards for senior management, Operating Committee, and Board of Directors – enabling effective strategic decisions.Collaborated across firm-wide line of business (LOB) finance teams, and functional finance groups to ensurecohesive and accurate financial reporting.Led and contributed to the annual budgeting cycle and monthly/quarterly forecasting; identified drivers forperformance deviations and recommended corrective actions.Developed, maintained, and enhanced dynamic financial models (Excel-based or tools like VBA-Macro, Tableau, Power Query) to support both recurring and ad-hoc analysis needs.Conducted deep-dive variance analyses to assess cost and revenue shifts, operational efficiency, andscenario planning across economic environments.Participated in firm-wide FP & A transformation initiatives to automate reports, optimize planning cycles, andenhance data integrity.Key Achievements:Streamlined forecast variance reporting, reducing turnaround time by 30% while improving accuracy and stakeholder satisfaction.Partnered with cross-functional teams to implement a centralized dashboard for monthly financial KPIs, enhancing transparency for business heads.Recognized by leadership for analytical depth and ability to deliver under tight deadlines in high-stakes reporting cycles.Tools & Skills:Financial Modeling, Budgeting, Forecasting, Variance Analysis, Management Reporting Excel (Advanced), PowerPoint, Tableau, Power-Bi or SAP. Stakeholder Management, Scenario Planning, Automation Projects.

Education

• Janardan Rai Nagar Rajasthan Vidyapeeth University

  MBA (FINANCE), Accounting and Finance

• University of Mumbai

  Master's degree, Accounting and Financial Management Services

• Jai Narain Vyas University

  Bachelor of Commerce - BCom, Accounting and Finance